Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about JMP Securities
Recent news which mentions JMP Securities
< Previous
1
2
3
4
5
Next >
Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts
August 07, 2025
Tickers
SHOP
Tags
Reiteration
Price Target
Market News
From
Benzinga
This Tech CEO Is Buying His Company's Shares 'Hand Over Fist' As Analysts See 50% Upside From Current Levels
July 10, 2025
Tickers
ASAN
META
SEC
TECH
Tags
SEC
Market News
Securities and Exchange Comission
From
Benzinga
Asana Posts First Ever Positive Operating Margin, Signs Largest Heal In History
June 04, 2025
Tickers
ASAN
Tags
Market News
Price Target
Reiteration
From
Benzinga
CrowdStrike's Outlook, Buyback Plan Impress, But Some Analysts Say Valuation Limits Upside
June 04, 2025
Tickers
CRWD
Tags
Market News
Expert Ideas
Tal Liani
From
Benzinga
Okta Posts Q1 Beat, Outlook Hit By Heightened Macro Uncertainty, Analysts Revise Price Target
May 28, 2025
Tickers
OKTA
Tags
Needham
Adam Tindle
Market News
From
Benzinga
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
May 23, 2025
Tickers
WDAY
Tags
Benzinga
Westpark Capital
Trading Ideas
From
Benzinga
Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads
May 22, 2025
Tickers
SNOW
Tags
Needham
Expert Ideas
Market News
From
Benzinga
Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty
May 21, 2025
Tickers
PANW
Tags
Price Target
John DiFucci
Reiteration
From
Benzinga
DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story
March 14, 2025
Tickers
DOCU
Tags
Reiteration
Top Stories
DOCU
From
Benzinga
DigitalOcean Posts Q4 Beat, Analysts Express Concern Around 2025 Prospects
February 26, 2025
Tickers
DOCN
Tags
Market News
Top Stories
Reiteration
From
Benzinga
Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts
February 26, 2025
Tickers
WDAY
Tags
Price Target
Reiteration
Market News
From
Benzinga
Wix Earnings Preview: Analysts Anticipate Growth Driven By AI, Studio Expansion
February 18, 2025
Tickers
TECH
WIX
Tags
Expert Ideas
Andrew Boone
Raymond James
From
Benzinga
Coinbase Analysts See 'Inherent Profitability' In Q4 Results
February 14, 2025
Tickers
COIN
Tags
Devin Ryan
JMP Securities
Trading Ideas
From
Benzinga
Airbnb Posts Strong Q4: Global Expansion Strategy To Lend Upside To Growth Rates, Analysts Say
February 14, 2025
Tickers
ABNB
Tags
Market News
Needham
Eric Sheridan
From
Benzinga
Reddit Posts Solid Q4, Analysts Expect AI Language Translations To Grow Daily Active Users
February 13, 2025
Tickers
RDDT
Tags
Trading Ideas
Earnings Beats
Thomas Champion
From
Benzinga
Affirm Holdings Posts Q2 Beat On All Key Indicators - Is Firing On All Cylinders, Analysts Say
February 07, 2025
Tickers
AFRM
Tags
Market News
Price Target
Kyle Peterson
From
Benzinga
Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat
February 06, 2025
Tickers
UBER
Tags
Market News
Needham
Andrew Boone
From
Benzinga
Mr Cooper Will Continue To Gain Share In Servicing, Origination Market: Analyst
January 14, 2025
Tickers
COOP
Tags
Initiation
Analyst Color
Top Stories
From
Benzinga
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
December 12, 2024
Tickers
ADBE
Tags
Reiteration
Kash Rangan
Price Target
From
Benzinga
Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'
December 10, 2024
Tickers
ORCL
TECH
Tags
Movers
RBC Capital Markets
Patrick Walravens
From
Benzinga
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
December 03, 2024
Tickers
ZS
Tags
Benzinga
Mike Cikos
Guggenheim Securities
From
Benzinga
Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration
November 21, 2024
Tickers
PANW
Tags
Earnings Beats
Stories That Matter
RBC Capital Markets
From
Benzinga
Penguin Solutions Unlocks ROI With AI Investment Wave, Says Bullish Analyst
November 18, 2024
Tickers
AI
PENG
Tags
Initiation
Analyst Color
Market News
From
Benzinga
Century Casinos Sees 'Green Shoots Across Several Areas Within Its Business,' Says Bullish Analyst
November 05, 2024
Tickers
CNTY
Tags
Movers
JMP Securities
Upgrades
From
Benzinga
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
November 01, 2024
Tickers
AMZN
AWS
TECH
Tags
Expert Ideas
Benchmark
BMO Capital
From
Benzinga
Snap Stock Soars After Q3 Earnings Beat: Analysts Optimistic But Say 'Challenges Remain'
October 30, 2024
Tickers
SNAP
Tags
Justin Post
Social Media
Oppenheimer
From
Benzinga
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
October 30, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
KeyBanc
GOOGL
artificial intelligence
From
Benzinga
SAP Beats Q3 Expectations, Analysts Expect 'Big Cash-Flow Ramp In 2025'
October 22, 2024
Tickers
BL
OS
SAP
TECH
Tags
Analyst Ratings
Oppenheimer
Brent Bracelin
From
Benzinga
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
October 15, 2024
Tickers
ADBE
AI
TECH
Tags
Parker Lane
AI
Reiteration
From
Benzinga
6 Top Stocks For Gaming, Casinos, Sports Betting: Analyst Says This Company's Estimates Will 'Prove Conservative'
October 14, 2024
Tickers
CHDN
CZR
FLUT
GDEN
Tags
CHDN
MGM
Analyst Ratings
From
Benzinga
< Previous
1
2
3
4
5
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.